Colonial Trust’s Burlington BURL Stock Holding History

Colonial Trust’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-37	Closed	-$10.5K	–	1137
2024 Q4	$10.5K	Buy	+37	New	+$10K	﹤0.01%	934

Other funds holding BURL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Colonial Trust's BURL Position: Q1 2025 in Review

Colonial Trust sold out of Burlington (BURL) in Q1 2025, closing a stake of 37 shares — an estimated $10.5K sold.

Colonial Trust first reported a position in BURL in Q4 2024 and held it in 1 quarter. The position peaked at $10.5K in Q4 2024. 546 funds tracked by Wall St. Rank hold BURL as of Q1 2025.

Colonial Trust reported no remaining Burlington position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 37 Burlington shares in Q1 2025, an estimated $10.5K.
Colonial Trust first reported a position in Burlington in Q4 2024 and held it in 1 quarter.
Colonial Trust's Burlington position peaked at $10.5K in Q4 2024.
546 funds tracked by Wall St. Rank held Burlington as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.